User Support Forum

Just upgraded from v7->V9.

MUCH nicer. But in Contributions , Modify Unposted Contributions -> Locate button.

The grid that comes up, has LOTS of useful info, EXCEPT whether account is coded CASH or CHECK. This would be SOOOO useful, since we seem to be untrainable and keep forgetting to change this beforehand.

Can this be added simply in a patch? Is it tough?

And, yes... we CAN go to reports using DONE -> Report Contributions ->Unposted Contributions -> Report Options -> OK. We can then look and see what we did.

Just put this in the hopper of 'really nice to have' mods.

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Looking REALLY good so far !
I especially like to sorting capability above each LOCATE column, since I can look up family names by first or last. And Contributions by fund#, name, etc. GREAT!

sincerely--Gary

Gary,
This is how I enter my Contributions:
(My money counters had always separated the cash from the checks before counting. One adds the cash only and the other adds the checks only.)

First...I enter the cash pledges and run the unposted contributions report. My total should match the counter's adding machine tape.

Second...I enter the cash...other reciepts...loose plate, other funds, etc. This whould match the counter's adding machine tape.

(You do have to enter in that order or you won't be able to separate the contribution total...and I use that figure on my counting sheet.)

Third...I enter all the checks and run the Unposted Contributions & then the Bank Deposit Slip report.

All the cash and all the checks on the Bank Deposit slip should match your counter's actual deposit slip.

If your total doesn't match your counters during the process it is easy to find the difference. It really does not take but a second to run the report and match the balances.

By the way...I make 2 copies of the Bank Deposit Slip report...one to file with the envelopes and one I keep in the office filing cabinet. When the bank deposit slip is brought back to me I staple it to my report as backup.

I hope this is useful to you...this was a suggestion someone else had given me and I love it. My work gets done much faster.

Kristi

Gary, just ran across your post of Sep 2004, and it happened to remind me something I noticed the other day. While I was in the 'Locate' table of 'Modify Unposted Contributions' I found by clicking on the 'Check NO' column heading, all the check No's sorted numerically, but above the list of check numbers were the cash donations grouped together since no check #'s were assigned to them. Perhaps that could be a way of telling which are coded cash or check, unless you don't enter the check numbers. If you aren't entering check numbers, while inputing checks, the curser does always come to the check # entry line, so instead of just hitting return to go on, you could type a 1 character code that lets you know that was a check entered when you view the modify unposted contributions locate table. (Of course that code will also print out on peoples statements, and they might rather see their check numbers printed to help them verify their statements with their check books.)